Partners Wealth Management’s FT Vest Fund of Deep Buffer ETFs BUFD Stock Holding History

Partners Wealth Management’s Portfolio BUFD Stock Details BUFD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-14,499	Closed	-$401K	–	109
2025 Q3	$401K	Sell	14,499 -3,797	-21%	-$103K	0.4%	71
2025 Q2	$457K	Hold	18,296	–	–	0.52%	53
2025 Q1	$456K	Buy	18,296 +1,522	+9%	+$38.9K	0.52%	53
2024 Q4	$428K	Buy	+16,774	New	+$426K	0.49%	58

Other funds holding BUFD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Financial Group (Iowa) Des Moines, Iowa $795M AUM 12.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CWA

Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

Partners Wealth Management's BUFD Position: Q4 2025 in Review

Partners Wealth Management sold out of FT Vest Fund of Deep Buffer ETFs (BUFD) in Q4 2025, closing a stake of 14,499 shares — an estimated $401K sold.

Partners Wealth Management first reported a position in BUFD in Q4 2024 and held it in 4 quarters. The position peaked at $457K in Q2 2025. 196 funds tracked by Wall St. Rank hold BUFD as of Q4 2025.

Partners Wealth Management reported no remaining FT Vest Fund of Deep Buffer ETFs position as of Q4 2025 after selling out during the quarter.
Partners Wealth Management sold 14,499 FT Vest Fund of Deep Buffer ETFs shares in Q4 2025, an estimated $401K.
Partners Wealth Management first reported a position in FT Vest Fund of Deep Buffer ETFs in Q4 2024 and held it in 4 quarters.
Partners Wealth Management's FT Vest Fund of Deep Buffer ETFs position peaked at $457K in Q2 2025.
196 funds tracked by Wall St. Rank held FT Vest Fund of Deep Buffer ETFs as of Q4 2025.

Based on Partners Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.